China EVs & More
Tu Le & Lei Xing
Electric Vehicle (EV) & mobility experts Tu Le and Lei Xing plug you in to all the latest going's on in the 🇨🇳EV & mobility space that are sure to have effects on the 🇺🇸 and 🇪🇺 regions. Specifically, Tu and Lei dissect the week’s most important news coming out of the China EV/Autonomous Driving (AV), chip, battery, ride-hailing, shared & micro-mobility verticals. Learn more about companies like: #NIO #XPeng # LiAuto #BYD #Arcfox #Seres #Voyah #Xiaomi #Huawei #Tesla #GM #Ford #VW #Audi #Merc #BMW #Didi #Meituan #WeRide #Pony.ai #AutoX #Baidu #Apollo #Hesai #Seyond #RoboSense
Episodes
Mentioned books
Sep 6, 2021 • 51min
Episode #28 - Baidu's AI World Conference, the NIO NOP accident, and NHTSA's Tesla investigation
In this episode, Tu & Lei unpack all of the announcements that came out of the Baidu AI World Conference. They also discuss NIO's recent ES8 accident that involved NIO's version of an autonomous driving system - Navigation on Pilot (NOP). Are the names for these L2 ADAS features misleading - they have an important debate about that. They finally have a discussion on Tesla's NHTSA investigation into their Autopilot feature.
Aug 29, 2021 • 49min
Episode #26 - Unpacking July sales numbers for NEVs, Tesla using BYD batteries potentially, and the US ambitions for EVs
July sales numbers have been released so Tu & Lei go over them and discuss the standpoints and the headscratchers. There is word that BYD & Tesla have been talking about working together and BYD supplying their blade battery to the US EV maker.Finally, the US is finally making its pivot to EVs and is bringing it's ambitions to match with a 50% of total sales by 2030 goal. How will unions play a role in achieving that goal, they discuss that as well.
Aug 27, 2021 • 48min
Episode #23 - NIO, VW Group, and Stellantis electrification strategies, OEM EV sales targets for 2025, and lesser known EV brands
Lei & Tu spend the first part of this episode talking about Stellantis, NIO, and VW Group's electrification strategies and how China will play a major role. They also try to make sense of all of the aggressive 2025 sales targets being announced by some of the major OEMs.They spend the last part of this episode deep diving on Leap Motor and discussing what's happening at WM Motor, an EV startup many thought would be a difference-maker.#ChinaEVandmore #SinoAutoInsights #NIO #VWGroup #Stellantis #2025 #NEVs #bignumbers #LeapMotor #WMMotor
Aug 7, 2021 • 48min
Episode #24 - XPeng P5 pricing is released, Mercedes announces electrification strategy, and Faraday Future is now a public company
Tu & Lei get busy this week with XPeng finally launching specific pricing for it's recently announced P5 sedan and there is a lot for them to debate. Mercedes closely follows VW last week with their electrification plans and when they plan to be ALL-electric.Tu & Lei also take some time to talk about the drama that has historically followed founder of Faraday Future, Jia Yueting, till this week when Faraday became a US publicly-traded company. Now the hard work begins for them!
Aug 6, 2021 • 34min
Episode #25 - BYD Coolant-GATE, Huawei exec 'canned' for telling the truth (?), CATL's Sodium ion battery, and more
Tu & Lei talk about the media outlet that crashed a BYD Han which caught fire after 48 hours and BYD's reaction to the news hitting Chinese social media. They also debate whether the Huawei exec that made a controversial statement about Tesla should be fired or not. Finally, they unpack the sodium-ion battery that CATL made an announcement about this week. Will this ultimately help them with sales in the near term? Is it a game-changer?
Jul 26, 2021 • 50min
Episode #21 - Tesla's (Soft) Recall, Great Wall's Ambitious Plans, and Didi's Big IPO
In this episode, Tu & Lei talk about how the Tesla recall may actually have benefited them in China. They also unpack the monster ambitions that Great Wall Motors has laid out via their 2025 sales forecasts. Finally, Tu and Lei break down what to expect from the Didi US IPO and all the excitement that's been built up because of it.
Jul 22, 2021 • 1h 2min
Episode #22 - Unpacking the Didi Mess, June Sales numbers, AutoX Gen 5 Robotaxi
In this episode, Tu and Lei break down what's really happening with the Didi situation and what this could mean to other ride-hailing firms as well as smart EV companies. Lei goes over June sales numbers and the expected sales growth for the rest of this year and finally, Tu talks about attending AutoX's Gen 5 launch in Shanghai.
Jul 7, 2021 • 59min
Episode #20 - Volkswagen's Reality Check, Audi's ALL EV’s BIG Asterisk, Tu & Will's Visit to Apollo & Evoke Motorcycles
In this episode, Tu & Lei debate VW brand's current sales struggles in China and Audi's Bold 2033 EV announcement that excludes China. They also bring in Will Sundin from China Driven to discuss Tu & Will's visits to Baidu's Apollo robotaxi depot in Yizhuang - What they did, saw, and overall thoughts of the technology. Finally, Will and Tu take us through their time at Evoke Motorcycles, an electric motorcycle startup based in Beijing, and their chat with Nathan Siy and Sebastian Chrobok, the founders.
Jun 30, 2021 • 34min
Episode #15 - Wayward Waymo One, A Spotlight on China AV companies, Robotaxi partnerships
In this episode, Lei and Tu talk autonomous vehicles. They discuss Pony.ai, Didi, and break down the current partnership landscape between the AV startups, manufacturers, and ride-hailing companies and talk through how these partnerships are going to work. Lei highlights how the local chip startups could compete and ultimately dominate the local China market.Finally, Tu takes a few minutes to discuss the potential challenges ahead for Foxconn as they get into the automotive manufacturing business as they partner with Byton, Fisker, Faraday Future, and others.
Jun 24, 2021 • 41min
Episode #17 - Big Shuffle with May sales, Update on Jidu Auto, and Tesla Continues its Funk
In this week's episode, Lei discusses the surprise shuffle and newbies entering the top 5 in sales, Tu & Lei give an update on Jidu Auto (the Baidu & Geely partnership), and the Three Child policy and how that may affect the automotive sector.
